VZ icon

Verizon
VZ

Overview Fund Activity

1,807 hedge funds and large institutions have $123B invested in Verizon in 2014 Q4 according to their latest regulatory filings, with 201 funds opening new positions, 830 increasing their positions, 627 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,807
Holders Change
+105
Holders Change %
+6.17%
% of All Funds
48.23%
Holding in Top 10
133
Holding in Top 10 Change
-62
Holding in Top 10 Change %
-31.79%
% of All Funds
3.55%
New
201
Increased
830
Reduced
627
Closed
75
Calls
$1.2B
Puts
$1.41B
Net Calls
-$204M
Net Calls Change
+$233M

Top Buyers

1
LSV Asset Management
LSV Asset Management
Illinois
+$362M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$328M
3
SOMRS
State of Michigan Retirement System
Michigan
+$284M
4
State Street
State Street
Massachusetts
+$275M
5
Wells Fargo
Wells Fargo
California
+$263M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$412M
2
Bank of America
Bank of America
North Carolina
-$380M
3
Ameriprise
Ameriprise
Minnesota
-$328M
4
PC
Paulson & Co
New York
-$328M
5
OH
Orbis Holdings
Bermuda
-$296M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWA
1501
JFS Wealth Advisors
Pennsylvania
$489K +$24K +513 +5%
RIA
1502
Regal Investment Advisors
Michigan
$485K -$407K -8,710 -46%
CFA
1503
Cahill Financial Advisors
Minnesota
$482K -$4.55K -97 -0.9%
GI
1504
Glovista Investments
New Jersey
$482K – – –
RI
1505
Redwood Investments
Massachusetts
$480K -$14.4M -306,859 -97%
FAT
1506
First American Trust
California
$480K +$36.3K +777 +8%
IFS
1507
Ifrah Financial Services
Arkansas
$469K -$19.2K -410 -4%
OL
1508
Orbitronix LP
California
$468K +$468K +10,000 New
VNA
1509
Valley National Advisers
Pennsylvania
$464K +$464K +9,435 New
FHC
1510
First Houston Capital
Texas
$463K +$28.1K +600 +6%
HHGA
1511
Halbert Hargrove Global Advisors
California
$462K -$22.2K -475 -5%
HR
1512
Howe & Rusling
New York
$460K -$46.8K -1,000 -9%
ANTB
1513
AMG National Trust Bank
Colorado
$458K +$31.9K +681 +7%
NEIRG
1514
New England Investment & Retirement Group
Massachusetts
$455K -$43.8K -936 -9%
SAA
1515
Southeast Asset Advisors
Georgia
$455K -$18.7K -400 -4%
CMANY
1516
Capital Management Associates (New York)
New York
$453K +$1.17K +25 +0.3%
JCM
1517
Janney Capital Management
Pennsylvania
$450K +$46.3K +989 +11%
IMOV
1518
Investment Management of Virginia
Virginia
$449K – – –
IT
1519
Independence Trust
Tennessee
$449K +$449K +9,590 New
IC
1520
InterOcean Capital
Illinois
$448K +$140K +2,993 +45%
MCA
1521
Mercer Capital Advisers
New Jersey
$447K +$447K +9,551 New
CFA
1522
Capstone Financial Advisors
Illinois
$446K -$12.1K -259 -3%
LWCFA
1523
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$446K -$7.29K -156 -2%
AP
1524
AHL Partners
United Kingdom
$445K -$1.21M -25,939 -73%
TWI
1525
Thomas White International
Illinois
$445K -$1.04M -22,200 -70%
59 60
61
62 63